Portfolio changes · featured 13Fs

Activity

Moves in CP across featured managers — New / Exit / Add / Reduce.

5 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

CP · all sizes

5 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 1
CP	Reduce	Chris Hohn - Tci Fund Management	−0.66%	−2.6% sh	Q1→Q2
13 Aug 1
CP	Reduce	Sarah Ketterer - Causeway Capital Management	−2.17%	−23.7% sh	Q1→Q2
12 Aug 1
CP	Reduce	Ako Capital	+0.67%	−11.7% sh	Q1→Q2
31 Jul 1
CP	Add	Thomas Gayner - Markel Group	+0.01%	+22.7% sh	Q1→Q2
29 Jul 1
CP	Reduce	William Von Mueffling - Cantillon Capital Management	+0.33%	−95.4% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home